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Investment forms, PDS and offer documents
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Access to myPerpetual
December 5, 2023. myPerpetual is now accessible with limited functionality. Full access remains impacted by the IT security incident and we are continuing to work on restoring functionality.
For information about access and functionality, please refer to our guide here. Until full functionality is restored, please visit this page or contact Perpetual Client Services on 1800 022 033 for information on making a transaction on your account. myStatements will no longer be accessible from Friday 8 December, 2023, and clients should go directly to myPerpetual for statements.
Investment forms, product disclosure statements, and offer documents
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Individual Investors
Financial Advisers
Perpetual Investment Funds updates
Forms
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Application form
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Change of instructions form
Change my contact details, authorised representative or financial adviser
Consent to deductions of Fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of ongoing fee arrangements
Consent to deductions of ongoing fee arrangements form
Distribution reinvestment form
Change my distribution method to reinvestment
Switch form
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Withdrawal form
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Offer Documents and Product Disclosure Statements
Download the Product Disclosure Statement (PDS)
If you require a TMD for specific fund, you can search via our price and performance page
Invest using Perpetual's online application form
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Additional investments and_features
Make an additional investment
Application form
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Change of instructions form
Change my contact details, authorised representative or financial adviser
Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of one-off advice fees
Consent to deductions of one-off advice fees
Consent to deductions of ongoing fee arrangements
Consent to deductions of ongoing fee arrangements
Distribution reinvestment form
Change my distribution method to reinvestment
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Forms
Change of instructions form
Change my contact details, authorised representative or financial adviser
Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of ongoing fee arrangements
Consent to deductions of ongoing fee arrangements form
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Important information and continuous disclosure
Forms
Application Form
Make an application
Change of Instructions form
Change my contact details, authorised representative or financial adviser
Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of one-off advice fees
Consent to deductions of one-off advice fees
Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Switch form
Download the Wealthfocus Investment Funds Switch form
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Target Market Determination (TMD)
If you are looking for a fund-specific TMD, you can search via our price and performance page.
New and existing investors - Invest using Perpetual’s online application form
Forms:
Application form
Application form
Change of instructions form
Change my contact details, authorised representative or financial adviser
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Download Target Market Determination (TMD)
Forms
Additional investments and features form
Make an additional investment, set up a savings plan, or set up a regular withdrawal plan
Change of Instructions form
Change my contact details, authorised representative or financial adviser
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Target Market Determination (TMD)
If you require a TMD for a specific fund, you can search for it in via our price and performance page.
Invest using Perpetual's online application form
Individual Investors
Financial Advisers
Forms
Application form
Application form
Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.
Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Target Market Determination
If you require a TMD for a specific fund, you can search for it via our price and performance page.
Target Market Determination (TMD)
If you require a TMD for a specific fund, you can search for it in via our price and performance page.
IDPS Guide and Financial Services Guide - Pt 1 Features Book
IDPS Guide and Financial Services Guide - Pt 2 Schedule of Fees and Costs
To invest in the Perpetual Exchange Traded Managed Funds, please contact your stockbroker or access your online share trading account. To update your personal details or to provide us with instructions relating to your investments, please visit the Link Investor Centre.
Product Disclosure Statement
The PDS contains detailed information about Exchange Traded Managed Funds including the benefits, risks, fees and charges.
Perpetual Exchange Traded Managed Funds - Equities Strategies PDS and SPDS
Barrow Hanley Global Share Fund (Managed Fund) PDS
Target Market Determination
If you require a TMD for a specific exchange traded managed fund, please visit the Continuous Disclosure and Important Information Page.
Distribution Reinvestment Plan
View Perpetual's ETMFs Distribution Reinvestment Plan Rules.
Tax Guide
View Exchange Traded Managed Funds – 2022 Tax Guide
View Exchanged Traded Managed Funds - 2023 Tax Guide
Receiving investor communications
Receiving your investor communications electronically is the best way to stay informed and will assist Perpetual with its commitment to minimising paper usage. If you haven’t already, we encourage you to make the switch to paperless communications and provide us with your email address. To make the change, please click on the link to the Link Investor Centre and follow the prompts.
You can make an election as to how you would like to receive certain documents including annual reports and documents related to members’ meetings (for example notices of meeting and proxy/voting forms) as follows:
- You can make a standing election to receive the documents in physical or electronic form;
- You can make a one-off request to receive a document in physical or electronic form; or
- You can tell us if you do not want to receive a hard-copy of the Annual Report. Of course, you will always be able to access and read our Annual Report when it is published on our website and the ASX platform.
To tell us your preference, please click on the link to the Link Investor Centre and follow the prompts. Note, that to make an election you will need to create a portfolio or sign in using your portfolio login on the Link Group website.
Invest using Perpetual's online application form
Individual Investors
Financial Advisers
Important information and continuous disclosure
Forms
Application form
Make an application
Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.
Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Distribution reinvestment form
Join the distribution reinvestment program
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Download the Product Disclosure Statement
If you require a TMD for a specific fund, you can search via our Pricing and Performance page.
Invest using Perpetual's online application form
Individual Investors
Financial Advisers
Important information and continuous disclosure
Forms
Application form
Make an application
Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.
Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Distribution reinvestment form
Join the distribution reinvestment program
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Download the Product Disclosure Statement
If you require a TMD for a specific fund, you can search via our Pricing and Performance page.
Forms
Change of Instructions Form
Change my contact details, authorised representative or financial adviser
Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Switch form
Move money between funds
Withdrawal Form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Target Market Determination
If you require a TMD for a specific fund, you can search for it via our price and performance page.
Invest using Perpetual's online application form
Individual Investors
Financial Advisers
Forms
Additional Investments form
Make an additional investment
Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.
Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Distribution reinvestment form
Join the distribution reinvestment program
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Invest using Perpetual's online application form
Individual Investors
Financial Advisers
Forms
Additional Investments form
Make an additional investment
Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.
Consent to deductions of Fixed term advice fee
Consent to deductions of fixed term advice fee
Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Distribution reinvestment form
Join the distribution reinvestment program
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
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Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
UK
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
EU
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.